Polaris’ Intellect Financial Advisor Business eXchange Rated a ‘Best in
Class’ Solution for Enterprise Support
Comprehensive financial advisor workstation recognized in CEB TowerGroup’s
Advisor Desktop Solutions Report
JERSEY CITY, N.J. & LONDON & CHENNAI, India -- November 25, 2013
Polaris Financial Technology Limited, a leader in products, solutions and
services that enable unprecedented operational productivity for the global
Financial Services industry, recently announced that its Intellect Financial
Advisor Business eXchange (FABX) received a ‘Best in Class’ recognition for
Enterprise Operations in CEB TowerGroup’s Advisor Desktop Solutions Technology
Analysis ranking for 2013.
Intellect FABX is a state of the art workstation solution, empowering advisors
with all the information needed for customer interaction, relationship
building, performance monitoring, analytics and decision making. The unique
solution empowers the advisor with a single point interface offering a
comprehensive 360-degree view of the client, to manage rising core system
complexities thereby increasing relationship manager productivity by up to
30%. Appropriate for private banks, retail banks, independent financial
advisors, or broker-dealers, it is available in both installed and SaaS
versions as well as on the iPad and internet.
CEB TowerGroup, Research Director, Darrin Courtney said, “Intellect FABX
offers advisors a highly configurable holistic advisor desktop. Each desktop
version incorporates preset workspaces for calendar appointments, customers,
and performance, and allows the advisor to create an unlimited number of
workspaces with drag-and-drop widgets. FABX also provides capability not
standard in other systems, including document management, business rules, and
support for multiple languages and currencies.”
Jaideep Billa, Joint CEO – Consumer & Institutional Money Management, Polaris
Financial Technology Limited, said, “Intellect FABX’ recognition as a ‘Best in
Class’ offering in CEB TowerGroup’s Technology Analysis report is a testament
to our constant focus on continuous innovation of our products to improve
advisor and client experience, thereby meeting the evolving needs of our
expanding client base. Intellect FABX’ customer engagement solution has
dramatically changed the way financial advisors engage with clients in
result-oriented conversations. As a productivity enabler for intelligent
client interactions and a superior customer-centric solution, FABX’
differentiated interaction layer and analytics helps financial advisors take
smart decisions, quickly.”
Intellect FABX supports all core desktop components either natively or through
integration with other Intellect products and easily connects to third party
best-in-breed applications through a variety of integration options.
Additionally, the CEB TowerGroup report noted the following attributes of
*CRM: FABX offers integration to Intellect Wealth out-of-the-box providing
the benefit of a full CRM as a component of the system. Beyond standard
CRM functionality, advisors can follow clients on social media, as well as
create and manage multi-channel, multi-phase marketing campaigns.
*Account Aggregation & Portfolio Analytics: FABX offers out-of-the-box
functionality for aggregation of holdings across various asset classes
that are unit or value based. Analytics for management reporting,
portfolio performance & risk tolerance are inbuilt into the product.
*Native iPad Application & Online Portal: iFABX provides information to the
advisor on client listings, detailed portfolio summaries, client
interaction history, alerts, reporting, and more. It contains a native
online portal, as well as the ability to integrate to third party portals.
Clients can access portfolio and transaction information, performance
alerts, and interaction history and reports.
Technology Assessment Disclaimer
CEB does not endorse any vendor, product or service depicted in our CEB
TowerGroup publications and does not advise technology users to select only
those vendors rated “best in class.” CEB TowerGroup research publications
consist of the opinions of CEB TowerGroup’s analysts and should not be
construed as statements of fact. CEB disclaims all warranties, expressed or
implied, with respect to this research, including any warranties of
merchantability or fitness for a particular purpose.
About Polaris Financial Technology Ltd
Polaris Financial Technology Limited is a global leader in Financial
Technology for Banking, Insurance and other Financial Services. With over 25
years of expertise in building a comprehensive portfolio of products, smart
legacy modernization services and consulting, Polaris owns the largest set of
Intellectual Properties for a comprehensive product suite, Intellect^® Global
Universal Banking (GUB) M180. Intellect^® is the world's first pure play
Service Oriented Architecture (SOA) based application suite for Retail,
Corporate, Investment banking and Insurance. Its acclaimed products, solutions
and services enable unprecedented operational productivity for the global
Financial Services Industry by Building, Maintaining, Expanding and Extending
highly complex and Integrated Financial Technology Infrastructure.
This makes Polaris the chosen partner for 9 of the top 10 global banks and 7
of the top 10 global insurance companies. The company has a global presence
through its 40 relationship offices across 30 countries, 6 international
development centers and 8 fully owned Business Solution centers. Polaris has a
talent strength of over 13,000 solution architects, domain and technology
experts. For more information, please visit http://www.polarisFT.com/.
For Media related info, please contact:
Polaris Financial Technology Ltd
Mob: +91 91766 26468
For Investor related info, please contact:
Polaris Financial Technology Ltd
G. Sunanthy Devi
Mob: +91 8939933564
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